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CCC Data Warehouse Report Server v7.8 Last Update: Feb 2022 |
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Authenticator for Mac and Windows Chrome browsers is available free from the Chrome Web Store. This app installs very quickly to your desktop (recommended) as well as your phone, and includes a lot of great features that promote security and usability. NOTE: The entire download and install process takes less than one minute. You may need local IT authorization and assistance to install it if policy requires this.
To Install the Chrome Authenticator:
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To run a report, click the name of a report in the repository. For example, click DW LGBTQ Report. The report appears in the Report Viewer.
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On the Home page, click Create in the Reports block. The Create Report wizard opens.
Select the Ad Hoc view you want to use as the basis for your report.
Select a report template. To use a template other than the default, select Custom Report Template, click Browse and select the desired template. See Report Templates for more information.
Click OK. If asked, enter the input controls needed. See Using Input Controls.
You can now begin working with your report.
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Creating Filters with Relative DatesYou can filter information in your view based on a date range relative to the current system date. You can accomplish this using date-based filters, and entering a text expression describing the relative date or date span you want to display, using the format <Keyword>+/-<Number> where:
For example, if you want to see all of the CC Promise Grant Applications submitted during the prior week, your expression would be: WEEK-1. |
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Step 3: Locate your copy of the Ad Hoc View and double-click to open it in the Ad Hoc Editor.
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In the Ad Hoc Editor
Step 34: With your copy of the Ad Hoc View open in the Ad Hoc Editor, follow the steps provided previously in the XYZ section in the guide.
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this guide.
Note: When you first open the copy of the Ad Hoc View, the initial view will depend on the default Input Controls set in the Filters column (if any).
Your copy of the Ad Hoc View may appear without any data rows displayed due to the input control filters set. Review and update the filters as needed. | The screenshot below shows the same Ad Hoc View with the filters updated. |
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Optional: To change the report format type, follow the steps below. |
To change the format of your custom report, click the Select Visualization Type icon in the Ad Hoc Editor toolbar to display the Select Visualization Type dialog box. | To create a Crosstab type report, click on the Crosstab icon, then click the Apply and Close button at the bottom of the dialog box. | To create a pie chart type report, click the Pie link in the left menu, then select your preferred pie icon. Then click the Apply and Close button at the bottom of the dialog box. |
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Optional: To add or remove data fields in your custom report… |
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Option: To add or remove Input Controls in the report, do this…
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